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alertmeipp

01/14/24 3:05 PM

#5787 RE: 10nisman #5786

Agree. Average revenue is forecasted to be around 620mm (range from 470 to 750mm)in 2026. Assume 75 percent margin and annual opex of 400mm, annual gross will be > 165mm

Refinancing won’t be a problem then.

Insider buy would help

15 percent short interest so lots of fuel when things recover

DewDiligence

01/14/24 3:12 PM

#5788 RE: 10nisman #5786

...Foley will make a sizable ($500k+) open-market purchase after RVNC fully releases earnings.

That’s a reasonable inference from Foley’s having cancelled his 10b5-1 plan in Aug 2023 (#msg-173616050).

RVNC will report full 4Q23 results at the end of February, so the insider-trading blackout currently in effect should be over by early March.

valiano

01/15/24 5:40 AM

#5794 RE: 10nisman #5786

No need to make it personal. I'm still long a partial and consider it a good reward to risk at this EV although near term upside is killed. I made the simple point that there's not much room for more slip ups. If they whiff the Therapeutics launch, there won't be material profits anytime soon. No profits -> questionable rollover.